Paraplanner - Complete financial planning, retirement, and investment illustrations for client portfolios - Analyze financial products, acquire financial statements, and prepare comprehensive client income charts for meetings, using Microsoft Excel.

Professional experience in the financial planning field by working with established advisors on marketing focused projects. • Coordinated call projects; setting appointments with existing Lincoln clients • Completing marketing projects for advisors and managing meeting logistics• Running financial planning, retirement, and investment illustrations for client meetings • Assisting with preparations for client events such as seminars, benefit fairs, and client appreciation events• Expedited client mailers for multiple advisors

Supported Financial, Marketing, and Operations departments at the headquarters of a global toy company. Financial and Accounting Services• Create vouchers in accounting journal and process AR/AP transactions and inventory transfers• Verify invoices and shipping documents against vendor quotations and merchandise requisitions• Cross reference data in SAGE accounting system and run reportsMarketing• Conduct market research and create proposals for pop-up promotional activities and event activations• Attend public relations events and activations to promote company brands and manage temporary event staff on site.• Analyzed competitor pricing and shelf presence at retail and produced reports for sales and marketing teams Operations and Consumer Service• Coordinated and facilitated sample requests from sales representatives and customers• Organized sample room and updated receiving and shipping records• Handled consumer service calls and responded to enquiries and complaints from the general public

• Provide front-line desktop support services to the College community• Act as a first responder to technological problems regarding PCs and mobile devices and respond to clients over phone, email, or in person• Conduct troubleshooting in accordance with service manuals and escalate to hardware repair or other departments as necessary• Provide basic user training on operating systems, PC office suite, and network applications• Prioritize service desk requests with a high degree of efficiency while maintaining quality customer service